Blog – Life & Annuity Masters – Elevate Your Practice

Who We Are
Advisor Resources
Engineered Capital Gains
Contact

Who We Are
Advisor Resources
Engineered Capital Gains
Contact

Blog

Life & Annuity Masters provides exclusive marketing solutions and specialized support to help advisors grow their practice while delivering top-tier financial strategies.

Address

159 Parrot Lane
Simi Valley, California 93065

Contact

info@laaminc.com

Toll Free: 800.997.8661

Phone: 805.583.2307

Fax: 805.583.2308

Life & Annuity Masters Insurance Marketing is a registered DBA of Lead Masters Insurance Marketing and Financial Network, Inc. (License #0E55348)

Life insurance policies described, quoted, shown and illustrated throughout this website are not available in all states.

Life & Annuity Masters is a founding member of AimcoR Group, an industry-leading National Insurance Marketing Organization that focuses on enabling new distribution, engaging consumers and delivering financial security to American families across all ages, income levels and cultural backgrounds.

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Level 1: The Basics

What is it and how does it work?
History of Premium Financing
Designing a case
Choosing the correct carrier and lender
Design to funding, what to look for
Income designs

What is it and how does it work?
History of Premium Financing
Designing a case
Choosing the correct carrier and lender
Design to funding, what to look for
Income designs

Coming Soon

Level 2: Taking to the Next Level

Business Uses
Conceptual sale, unreading the spreadsheet
Addressing Objections
Cash value riders and assets-based multipliers
Estate plan using PF maximizing Crummeys

Business Uses
Conceptual sale, unreading the spreadsheet
Addressing Objections
Cash value riders and assets-based multipliers
Estate plan using PF maximizing Crummeys

Level 3: Becoming an Expert

Developing COIs
Leveraged Split Dollar
Designing to failure (stress testing)
Deferral with Premium Financing

Developing COIs
Leveraged Split Dollar
Designing to failure (stress testing)
Deferral with Premium Financing